From the Workday fiscal 2021 Q1 earnings call, a collection of key comments from CEO Aneel Bhusri and his executive team on customers, competition & more.
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While the prospect of a Q2 downturn is real, the cloud industry’s 3 big hyperscalers generated Q1 revenue of $26.3B, and Amazon topped $10B for first time.
On this week’s fiscal Q3 earnings call, Microsoft CEO Satya Nadella outlined the opportunities and the traps he sees ahead in the post-COVID-19 world.
In this episode of the Cloud Wars Live podcast, Tony Uphoff and I talk manufacturing companies making PPE, preparing for a post-COVID world, and more.
During its Q1 earnings call this week, CEO Arvind Krishna outlined IBM’s COVID-19 response along with the iconic company’s key business messages.
New solo SAP CEO Christian Klein offered some powerful insights into his thinking about SAP’s products and future during this week’s Q1 earnings call.
Two weeks into his new role, Krishna used yesterday’s IBM Q1 earnings call to explain his plans for returning growth to IBM.
Highlighting moments of grace, courage, humility, innovation and compassion that we’ve observed from leading tech CEOs amid COVID-19 upheaval.
A stunning statistic that reveals how rapidly the cloud has become not just a solid contributor, but, at least for SAP, the dominant new revenue driver.
Offering a glimpse at the impact of COVID-19 on Q1 financial results, SAP said license sales will probably decline 31%, but cloud revenue should rise.
Arvind Krishna must not allow bureaucracy, inertia and deadwood to keep IBM forever following and chasing its competitors.
SAP Qualtrics has discovered huge demand for Remote Work Pulse, a free new solution that helps businesses offer WFH employees real-time support.
As impressive as the COVID-19 response from other cloud vendors has been, none of them in my estimation matches up to what Google Cloud is doing.
SAP tells Cloud Wars that buyer postings are up 51% and supplier responses are up 177% since it made Ariba Discovery free amid the coronavirus crisis.
As COVID-19 drives millions to WFH, Microsoft Teams could be growing more rapidly in terms of users than any enterprise application in history.
Responding to the continued disruption of COVID-19, the CEOs of SAP and Microsoft shared powerful letters to their employees and extended communities.
Why Microsoft is offering Teams for free: “We are committed to helping organizations everywhere stay connected and productive during this difficult time.”
The first in a series exploring the coronavirus response from major tech vendors: how Salesforce, ServiceNow & Workday are supporting their communities.
Oracle founder Larry Ellison delivered extreme buildup for the industry’s first and only self-driving autonomous database during last week’s earnings call.
12 months from now, Microsoft will likely bring in $50 billion in cloud revenue. Here are the three strategic reasons why that matters.